Compare · 4 funds side by side · dividends reinvested

IVV, CGUI, AGG and VTI

IVViShares×CGUICapital Group×AGGiShares×VTIVanguard×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,530IVV · best of the four

Story of the four · IncomeMost incomeAGG · 4.15% · $415 a year on $10k

Story of the four · RiskSmallest drop

IVV, CGUI, AGG and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$872B2.0

Capital Group Ultra Short Income ETFBonds & Cash · Ultra-short0.18%3.82%+3.0%+3.7%[…][…]−0.2%0.9%$442M2.3

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+12.6%+13.0%+21.7%+10.8%−8.9%13.9%$689B2.4

iShares Core U.S. Aggregate Bond ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.7%−0.2%−4.6%4.1%$138B2.5

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: IVV 2000 · CGUI 2024 · AGG 2003 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $872B$17,530

IVV

More Ways to See the Pairs

IVV vs CGUI: Top 5 Holdings

Today

IVV

26.9%in top 5

CGUI

in top 5[…]

IVVStockCGUI

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: IVV, CGUI, AGG, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

AGG0.03%$3

VTI0.03%$3

CGUI0.18%$18

End-of-day Nov 11, 2026 · fee on $10,000 a year

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SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date

CGUI

Capital Group Ultra Short Income ETF · $442M[…]

$10,000 five years ago, dividends reinvested

IVVMeasureCGUI

+12.3%Year to dateJan 1 → Nov 11+3.0%

+12.7%1 yearTotal return+3.7%

+21.9%3 years · per year$10,000 became $18,122 · […][…]

+11.9%5 years · per year$10,000 became $17,530 · […][…]

0.03%Expense ratio$3 · $18 a year on $10k · lower is better0.18%

1.10%Trailing 12-mo yield$110 · $382 a year on $10k3.82%

−8.9%Worst dropSmaller is better−0.2%

13.7%VolatilityLower is calmer0.9%

IVVCGUI Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

IVV vs CGUI Returns, Every Period

1Y

iSharesIVV

+12.7%

past year

CGUICapital Group

+3.7%

past year

IVVCGUIFaded: behind in that period

2–0IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs AGG

YTD

iSharesIVV

+12.3%

AGGiShares

−0.7%

+12.3%Year to date−0.7%

−8.9%Worst drop · 1Y−4.6%

13.7%Volatility · 1Y4.1%

1.1%Yield4.2%

$872BAssets$138B

3–1AGG wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: IVV, CGUI, AGG, VTI

1Y

4.15%highest, AGG

FundTrailing yieldYield$10k

AGG4.15%$415

CGUI3.82%$382

IVV1.10%$110

VTI1.05%$106

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$412most kept, AGG

AGG$415 − $3 = $412

CGUI$382 − $18 = $364

IVV$110 − $3 = $107

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IVV, CGUI, AGG, VTI

Today

85.8%most shared, IVV and VTI

IVVCGUIAGGVTI

IVV—[…][…]85.8%

CGUI[…]—[…][…]

AGG[…][…]—[…]

VTI85.8%[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+13.0%VTI, at 13.9% volatility

CGUIWorst drop−0.2%0.9% vol

AGGWorst drop−4.6%4.1% vol

IVVWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

AGGVTI

−0.7%Year to date+12.6%

4.2%Yield1.1%

−0.4%Past year+13.0%

0.03%Fee0.03%

2–1VTI wins

End-of-day Nov 11, 2026

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 11, 2026

−0.7%

4.2%Yield4.2%

$161BAssets$138B

0–0level

End-of-day Nov 11, 2026

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IVV, CGUI, AGG and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four